Overview #36 - AI Hype, Mineral Might, and the Nuclear Revival
A review of recent events/data impacting our investment themes and outlook. We look at recent news impacting commodities
444 Views
Copper Miners Update Post US Tariff Announcement
Both Jiangxi Copper (358.HK) and MMG (1208.HK) continue to perform very well. A big laggard here is Sumitomo Metal Mining (5713.JP). Name ...
615 Views
Jiaxin International Resources Investment IPO Trading - Decent Demand, Despite Lack of Track Record
Jiaxin International Resources Investment Limited(JIRI) raised around US$153m in its Hong Kong IPO. In this note, we talk about the deal dynamics.
333 Views
Jiaxin International Resources Investment IPO - No Track Record, Government Supported
Jiaxin International Resources Investment Limited (JIRI) is looking to raise around US$153m in its upcoming Hong Kong IPO. In this note, we talk...
1.2k Views
Overview #32 – International Money Starts to Flow to Chinese Domestic Markets
A review of recent events/data impacting our investment themes and outlook. We look at the Chinese breakout and laggards in the precious metal space
422 Views